Here's Why NI Stock Deserves a Spot in Your Portfolio Right Now
ZACKS· 2025-11-27 19:41
Core Insights - NiSource Inc. (NI) is focused on modernizing its infrastructure and transitioning from coal-based units to clean energy assets, making it a strong investment in the Utility-Electric Power industry [1] Growth Outlook & Surprise History - The Zacks Consensus Estimate for NI's 2025 earnings per share (EPS) is $1.88, indicating a year-over-year growth of 7.43% [2] - The revenue estimate for 2025 is $6.26 billion, suggesting a year-over-year improvement of 14.70% [2] - NI's long-term earnings growth rate is projected at 7.93% [2] - The company has beaten earnings estimates in three of the last four quarters, with an average surprise of 3.23% [2] Dividend History - NI has consistently increased shareholder value through dividends, currently paying a quarterly dividend of 28 cents per share, leading to an annualized dividend of $1.12 [3] - The current dividend yield stands at 2.56%, outperforming the S&P 500 composite average of 1.09% [3] Capital Investment Focus - NI's capital investment plan anticipates expenditures between $26.4 billion and $28.4 billion for the period of 2026-2030 [4] - Strategic investments include the development of two 1,300-megawatt natural gas-fired turbines, 400 megawatts of new battery storage, and upgrades to critical transmission infrastructure [5] Debt Structure - NI's total debt to capital ratio is 58.37%, which is better than the industry average of 59.51% [6] - The company's capital structure is more efficient due to lower reliance on debt [6] Solvency Ratio - NI's times interest earned (TIE) ratio at the end of Q3 2025 was 3.0, indicating strong capability to meet long-term debt obligations [7] Share Price Performance - Over the past year, NI's shares have increased by 14.4%, although this lags behind the industry's growth of 16.2% [10]
UAMY vs. TMC: A Faceoff Between Two Emerging Critical Minerals Strategies
ZACKS· 2025-11-27 19:36
Core Insights - The global competition for critical minerals is intensifying, with United States Antimony Corporation (UAMY) focusing on domestic antimony mining and The Metals Company (TMC) pursuing deep-sea nodule extraction for key minerals [1][2] UAMY Overview - UAMY is experiencing significant revenue growth, with a 160% year-over-year increase in the first half of 2025, reaching $17.5 million, and gross profit rising by 183% [5] - By the third quarter of 2025, UAMY's revenues for nine months reached $26.2 million, up 182%, with gross margins expanding from 24% to 28% [5] - The company has restored domestic antimony mining for the first time in approximately 40 years at Stibnite Hill, Montana, with ore grades expected to exceed 10% [6] - UAMY has expanded its processing capacity at the Thompson Falls facility and remains the only domestic processor and producer of antimony products, aligning with U.S. defense supply-chain priorities [9] - UAMY is also exploring additional critical minerals, including tungsten and cobalt, to replicate its antimony model [10][11] TMC Overview - TMC is focused on a long-term strategy for harvesting polymetallic nodules from the deep seabed, with no revenues reported in the last two quarters but significant regulatory and technological advancements [13] - The company published studies indicating a combined net present value of over $23 billion for its NORI-D project and broader resources [13] - TMC has made progress in engineering innovations for its nodule collector system and has successfully converted nodule-derived manganese silicate into battery-grade manganese sulfate [14][15] - Regulatory compliance under the U.S. Deep Seabed Hard Mineral Resources Act is crucial for TMC, with expectations for commercial recovery by Q4 2027 [17] - TMC maintains a strong liquidity position with $165 million in cash and potential from warrants exceeding $400 million, projecting EBITDA margins approaching 50% by 2040 [18] Comparative Analysis - UAMY is positioned for immediate operational growth through rising antimony production, while TMC is building a comprehensive seabed-to-battery mineral ecosystem for long-term supply chain reshaping [20] - Both companies serve strategic U.S. interests but differ in risk-reward profiles, with UAMY offering short-term traction and TMC promising substantial long-term scale [20]
Americore Resources Corp. Issues Correction Regarding Nevada Mineral Claim Acquisition
Newsfile· 2025-11-27 19:33
Core Points - The company issued a correction regarding its acquisition transaction with Nevada Hills Gold LLC, clarifying that it is an Arm's Length transaction, contrary to the previous statement [1][2] - The company confirmed that there are no common directors, officers, control persons, or insider relationships with the vendor that would classify the transaction as Non-Arm's Length [2] - The transaction maintains the previously announced amended commercial terms, including no finder's fees and a statutory four-month hold period for issued securities [3][4] Transaction Details - The transaction involves a cash payment of US$100,000 and the issuance of 250,000 common shares upon Exchange approval [7] - An additional cash payment of US$100,000 and 250,000 common shares will be issued 15 months after Exchange approval [7] - The vendor retains a 0.5% NSR royalty on future production, with a potential for an NSR buy-back right to be negotiated in the future [7]
This Thanksgiving's real drama may be Michael Burry versus Nvidia
TechCrunch· 2025-11-27 19:32
Core Viewpoint - Michael Burry is aggressively betting against Nvidia, claiming that the AI boom is a bubble and attempting to convince others of his bearish thesis [2][3][15]. Group 1: Burry's Allegations and Strategy - Burry holds over $1 billion in bearish put options on Nvidia and Palantir, indicating a strong belief that their stock prices will decline [3]. - He accuses Nvidia of costing shareholders $112.5 billion through stock-based compensation, which he claims reduces owners' earnings by 50% [3]. - Burry suggests that AI companies are manipulating financials by overstating the useful lives of Nvidia's GPUs, leading to inflated capital expenditures [3]. - He argues that the demand for AI products is misleading, as customers are allegedly funded through a circular financing scheme [3]. Group 2: Nvidia's Response - Nvidia has issued a seven-page memo to Wall Street analysts, countering Burry's claims and stating that his calculations are incorrect, particularly regarding stock buybacks [5]. - The company asserts that its employee compensation practices are consistent with industry peers and emphasizes that it is not comparable to Enron [5]. Group 3: Market Implications and Historical Context - Burry's warnings have gained traction, leading to speculation about whether he could influence investor sentiment and trigger a sell-off in Nvidia's stock [15][16]. - Historical examples show that prominent critics can accelerate the unraveling of companies with underlying issues, as seen with Enron and Lehman Brothers [15]. - Nvidia's market cap is currently at $4.5 trillion, having increased twelvefold since early 2023, making it the most valuable company in the world [8].
Mastercard's Stability Vs. Affirm's Velocity: Which Has More Upside?
ZACKS· 2025-11-27 19:31
Key Takeaways AFRM reports 34% revenue growth and 42% GMV gains driven by major merchant integrations and Affirm Card.AFRM expands its ecosystem to 24.1M consumers and 419,000 merchants while enhancing AI-powered underwriting.MA posts 17% Q3 revenue growth supported by higher volumes, cross-border strength and value-added services.The payments landscape is experiencing a significant transformation as Buy Now, Pay Later (BNPL) emerges as a popular financing choice. What used to be a niche choice at checkout ...
Fly the Flag: Air Canada Unveils Celebratory Canadian Olympic and Paralympic Team Livery Featuring Canadian Athletes Headed to the Milano Cortina 2026 Winter Games
Globenewswire· 2025-11-27 19:31
Air Canada will transport more than 750 athletes and delegation members to and from the GamesEight Team Canada members named Team Air Canada Athlete AmbassadorsLivery features images of Team Air Canada Athlete Ambassadors on Fin 940, an Airbus A330 MONTRÉAL, Nov. 27, 2025 (GLOBE NEWSWIRE) -- Air Canada today proudly unveiled a special livery honouring our Canadian Olympians and Paralympians competing in the Milano Cortina 2026 Olympic and Paralympic Winter Games. This bold design on Fin 940, an Airbus A330, ...
Is Jim Cramer Calling Boeing's Bottom — Or Is The Stock Just Running On Pentagon Propellant?
Benzinga· 2025-11-27 19:31
Boeing Co (NYSE:BA) finally strung together a green day on Wednesday — and Jim Cramer jumped in with a bold call. "I am really starting to lean on Boeing for a monstrous 2026," he posted on X, as BA stock closed up about 2.5% around $187.But after a month-long 18% skid that left the stock bruised and sentiment fractured, traders are split: was this a real inflection, or just a defense-fueled head fake?Track BA stock here.$7B In Military Wins Turn Bearish MomentumThe spark was clear: Boeing secured more than ...
CSE Bulletin: Name and Symbol Change - Trimera Metals Corp. (TRM)
Newsfile· 2025-11-27 19:30
Toronto, Ontario--(Newsfile Corp. - Le 27 novembre/November 2025) - Trimera Metals Corp. (TRM) has announced a name and symbol change to United Critical Minerals Corp. (UCM). Shares will begin trading under the new name and symbol and with a new CUSIP number on December 1, 2025. Disclosure documents are available at www.thecse.com. Please note that all open orders will be canceled at the end of business on November 28, 2025. Dealers are reminded to re-enter their orders. ___________________________ ...
CSE Bulletin: Consolidation - Graycliff Exploration Limited (GRAY)
Newsfile· 2025-11-27 19:25
Toronto, Ontario--(Newsfile Corp. - Le 27 novembre/November 2025) - Graycliff Exploration Limited has announced a consolidation of its issued and outstanding common shares on the basis of one (1) post-consolidated common share for every four (4) pre-consolidated common shares. As a result, the number of outstanding shares will be reduced to approximately 4,402,460 common shares. The name and symbol will not change. Please note that all open orders will be canceled at the close of business on November ...
Serve Robotics vs Teradyne: Which Robotics Stock Is a Buy For 2026?
ZACKS· 2025-11-27 19:16
Key Takeaways SERV's Q3 revenue jumped 209% YoY as robot deployments passed 1,000 and delivery volume rose 300%.TER's Q3 revenue hit $769M, driven by AI chip testing demand; Q4 sales expected to rise another 25%.TER earnings forecasts improved sharply, while SERV's projected 2026 losses widened to $1.72 per share.Automation and robotics continue to reshape the technology landscape, powering everything from autonomous delivery to advanced semiconductor testing. Two companies at very different stages of matur ...